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Citigroup

1,597 hedge funds and large institutions have $63.5B invested in Citigroup in 2023 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 601 increasing their positions, 633 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,597
Holders Change
+35
Holders Change %
+2.24%
% of All Funds
25.19%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
0.69%
New
143
Increased
601
Reduced
633
Closed
101
Calls
$3.85B
Puts
$5.28B
Net Calls
-$1.43B
Net Calls Change
+$417M
Name Holding Trade Value Shares
Change
Shares
Change %
FBC
1501
Fairfield, Bush & Co
Connecticut
$13.8K +$13.8K +300 New
MLA
1502
MB, Levis & Associates
Pennsylvania
$13.6K -$12.9K -280 -49%
2L
1503
25 LLC
Missouri
$13.1K +$667 +14 +5%
NECFA
1504
New England Capital Financial Advisors
Connecticut
$12.9K
WCMN
1505
Westchester Capital Management (Nebraska)
Nebraska
$12.6K
TAIM
1506
TD Ameritrade Investment Management
Nebraska
$12K -$6.98K -146 -37%
ANBT
1507
American National Bank & Trust
Texas
$11.8K
RWPA
1508
Richard W. Paul & Associates
Michigan
$11.6K +$4.93K +107 +74%
CMANY
1509
Capital Management Associates (New York)
New York
$11.5K
BONH
1510
Bank of New Hampshire
New Hampshire
$11.5K
BCMLT
1511
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.4K
BWM
1512
BerganKDV Wealth Management
Minnesota
$11.3K -$8.99K -195 -44%
VWM
1513
Venturi Wealth Management
Texas
$10.9K +$2.39K +52 +28%
FSWA
1514
Financial Synergies Wealth Advisors
Texas
$10.9K +$92 +2 +0.9%
PMFA
1515
Plante Moran Financial Advisors
Michigan
$10.8K +$1.01K +22 +10%
VFIC
1516
Valley Forge Investment Consultants
Pennsylvania
$10.6K
NC
1517
NewSquare Capital
Pennsylvania
$9.95K -$2.76K -60 -22%
HWA
1518
HHM Wealth Advisors
Tennessee
$9.76K
AWM
1519
Atticus Wealth Management
Florida
$9.6K +$138 +3 +1%
RA
1520
Rise Advisors
New York
$9.35K +$92 +2 +1%
AFG
1521
Albion Financial Group
Utah
$9.02K
PFP
1522
Pinnacle Financial Partners
Tennessee
$8.98K
FGAM
1523
Financial Gravity Asset Management
Texas
$8.9K -$193 -1 -2%
BWP
1524
Baldwin Wealth Partners
Massachusetts
$8.66K
PGAM
1525
Princeton Global Asset Management
New Jersey
$8.61K